LACFX Mutual Fund
LACFX Mutual Fund
NAV$19.30
TER1.10%
Holdings83
LACFX Mutual Fund
NAV$19.30
Lord Abbett Convertible Fund Class A
TER1.10%
Holdings83
LACFX Mutual Fund Overlap Analysis
LACFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LACFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LACFX may share significant positions with broad-market funds.
LACFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LACFX tax-loss harvesting finds highly correlated but non-identical funds.